30 Min Meeting
Have a quick question, or just need to check in about something? This is the option for you!
60 Min Meeting
Use this to schedule time to discuss longer, more involved topics...
VADIS Values Refinement
In this meeting, we will review the results of your Values Questionnaire and make adjustments tailored to you. Please complete the VADIS Values Questionnaire prior to scheduling this meeting. If you need a link to the questionnaire, please email us at: [email protected]
Risk Tolerance Assessment
During this meeting we will review your three dimensional risk profile; looking at your Capacity, Tolerance and Composure for risk. This meeting may done its on as part of a periodic review or as part of VADIS portfolio construction process.
Plan Presentation
Let's look at your current financial standing more in depth.
Annual Review Meeting
Schedule time to discuss your yearly financial annual review
3 Questions
This meeting will be a 'know thyself' exercise, designed to help you identify what matters to you as we work on your financial plan. You should only be selecting this if we’ve talked about it already. Make sure to have some time after this call to go for a walk.
Life Transition
Getting Married, Welcoming a new addition to the family, Changing Jobs, Getting ready to retire? Select this option if you're at an inflection point in your life and would like to discuss how it impacts your financial plan! We'll have a quick meeting to gather information, and we can schedule more time to present the impacts after our first meeting.
Annuity Review
Have questions about your annuity or want to review the features, benefits and costs of an annuity you bought from somewhere else?
Common Interests, LLC and Vanderbilt Financial Group are separate and unaffiliated entities
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies S
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures